Fair questions
Is SMS really enough for techs?
For a 2–10 truck shop, yes — and it's the point. Every tech already texts. There's no app to install, no password to reset in a parking lot, no update that breaks on the one phone that matters. If your workflow needs photos-per-line-item and custom forms, the app-based tools are genuinely better — and more expensive.
What about carrier registration for business texting?
US carriers require A2P 10DLC registration for application-sent business texts (see Twilio's A2P 10DLC overview). There are two layers, and we'd rather be straight about both.
Texting your techs runs under CopyThat's own carrier registration. Nothing for you to file — your board, spreadsheet import, customer history and tech texting are live the same afternoon.
Texting your customers is different. Carriers require the business whose name appears in the message to be registered in that name — so a text that says "Marcus from A-1 Cooling is on the way" has to go out under A-1 Cooling's own registration, not ours. That's included on Growth and Fleet, and we file the paperwork for you, but it needs your legal business name, EIN and address, and carrier approval takes up to 2 weeks. Until it clears, customer texting stays switched off in the product rather than quietly failing at the carrier.
Can I get my data out?
Always. Your customers export as CSV from the Customers page, and your jobs — every note included — from Job history. No row caps. If you outgrow us and move to a bigger platform, we'll even format the export for the switch. Your customer history is yours.
Does it do invoicing or estimates?
No — on purpose. You already have invoicing that works (QuickBooks, Wave, paper — we don't judge). CopyThat does dispatch and scheduling extremely well instead of eight things adequately.
Do my techs need anything?
A phone that can text. That's the whole requirement — no smartphone, no app, no login, no data plan. You add a tech by typing their name and cell number. On a paid plan their first job text arrives the moment you drag a job onto their column; on Free they open the private link you send them once and see the same job there.
What happens when I click "Start free"?
You create an account with an email and password, confirm the email, name your shop and add your techs. That's it — no plan to pick and no card. The board is live as soon as you're through, free for 2 techs and 40 new jobs a month. Want to look around first? The demo runs in your browser, no account at all.
What's the catch with Free?
Two things, and neither is hidden. Nobody is texted automatically: you send each tech their link once, and they open it to see their day. And it stops at 2 techs and 40 new jobs a month. When either one gets in your way, automatic texting and more room start at $49 — and if you never get there, Free stays free.
Does the 2-week carrier wait apply to Starter?
No. The wait only covers texting your customers under your shop's own name, which is a Growth and Fleet feature. Starter doesn't text customers at all — and on every paid tier, your board and tech texting are live the same afternoon you sign up. (On Free the board is live the same way; techs work from their link and are not texted automatically.)
Is there a contract?
Month to month. Cancel in the app — not by calling a "retention specialist."
What if it isn't right for my shop?
Then you get your first month back. Email hello@copythathq.com within 30 days of your first charge and we refund that payment in full and close the account. It covers the first payment, once per shop — after that it is month to month, cancel anytime. Export your data first: your dispatch number is released when the account closes.
